Combined Collaborative Work Management release notes for upgrades from Vancouver to Xanadu

How to use this page

To help you prepare for your upgrade, we have combined the cross-family Collaborative Work Management release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Vancouver to Xanadu.

Tip:

If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

Important information for upgrading Collaborative Work Management to Xanadu

Before you upgrade to Xanadu, review these pre- and post-upgrade tasks and complete the tasks as needed.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

New features

Between your current release family and Xanadu, new features were introduced for Collaborative Work Management.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	Shared Spaces for collaboration Shared Spaces enable teams across the organization to work on common objectives using a single workspace. Create a space for your team to manage any kind of work such as projects, campaigns, or surveys. Create unlimited Boards to plan tasks and Docs to manage meeting notes and related documentation within Spaces. Organize Boards and Docs of a Space into folders. Associate Boards and tasks to organizational goals so that team members have direct visibility into the alignment of their work with overall strategy. Flexible Boards for task management Configure a flexible task Board without the involvement of a system admin. Organize work in a way that works best for your team. Track work in the form of Tasks, Defects, or custom work item types. Some examples of custom work item types are Milestone, Meeting, and Activity. Visualize work in customizable List, Gantt, and Kanban views. Create custom fields for task records such as Dropdown, Date, Text, Label, URL, Reference and others. Automations for tasks in Boards Using predefined templates, add conditions to automate various actions for your tasks. Examples of automated actions include sending an email when a task assignment is changed, updating task priority when the due date is moved, or reassigning tasks when the priority is changed. You can edit these conditions anytime to verify that your task automations reflect the changes made to your team's workflow. Collaborative documentation Manage different types of documentation such as meeting notes, project requirements, or event details from a single location and avoid using multiple disconnected tools. Within a Doc, you can: Create unlimited pages with rich-text formatting. Tag users to their action items by @-mentioning them. Insert media and URLs. Add reference to CWM tasks or other ServiceNow AI Platform records such as Issues, Incidents, or Risks. Collaborate with other users with the feature of live user presence. Connecting to Planning portfolios Configure lenses of Strategic Planning or Portfolio Planning workspaces to include CWM Boards as a planning item so that you can plan and roadmap Boards in a portfolio plan.
Xanadu	Use templates for Boards and Docs With templates in CWM, you get a predefined format for Boards and Docs, which you can use as-is or customize to suit your workflow. You can use templates for new Boards and Docs or apply them to existing ones. You can also save an existing Board or Doc in its current format as templates. Template Center provides a centralized space where you can manage all templates for Boards and Docs. Board views in CWM Create and customize Board display preferences such as column display and order, sorting, and filters based on the audience and purpose. Save Board display preferences as personal or shared views. Create shared views for the team so that all the team members consuming the data have the same experience. Create multiple views for the same Board so that you can display data in a way that is fit for your audience. Quickly switch between views to avoid manually updating display preferences each time the audience is changed. Update the view preferences anytime to adapt to changing processes. Export a CWM Board to CSV or Microsoft Excel Extract data of the tasks on a CWM Board into a CSV or Microsoft Excel file so that you can use it to obtain insights, share with stakeholders, and prepare for analysis or presentations. The exported CSV or Excel file doesn't retain the hierarchy of the CWM tasks from the List view. Export a Doc in CWM to a PDF file Export pages of CWM Docs as PDF files so that you can share documentation across emails to multiple teams or to stakeholders who don’t have access to CWM. My Work in CWM Manage all your assigned work such as CWM tasks, project tasks, RIDAC items, Agile stories, and demand tasks from a consolidated dashboard view with My Work. Track overall progress on all work that's assigned to you and quickly identify tasks that are high priority or overdue using different widgets and visualizations in the Overview tab. View all assigned tasks in a list view from the List tab. From this view, you can also navigate to the source item. If a Risk is assigned to you, you can navigate directly to the relevant RIDAC page in Project Workspace for more details. Filter the dashboard to show only specific tasks or from a specific date range. Duplicate a Board in CWM Save time by duplicating an existing Board to copy all the task and collaborator details without having to copy the information manually. The copied Board is added to the same Space as the original Board. The states of all the copied tasks are reset to default in the Board. Any custom columns in the original Board are copied to the new Board. Duplicate a Doc in CWM Save time by duplicating an existing Doc to copy all its pages and content without having to copy the information manually. The copied Doc is added to the same Space as the original Doc. Add People column users in Board automations Board automations to notify and send an email can now include users and groups from the columns of the CWM task. For example, you can create an automation to notify the task assignee whenever a task priority is updated. The users are dynamically picked from the Assigned to column of the task. Similarly, a custom column of the type People can be used to create such automation.

Changes

Between your current release family and Xanadu, some changes were made to existing Collaborative Work Management features.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	Share a Space in CWM and manage sharing permissions While sharing a space with other collaborators, you can now search users and groups by email along with their name. This feature helps you choose the right collaborator in cases where individual users or groups have the same name.

Removed

Between your current release family and Xanadu, some Collaborative Work Management features or functionality were removed.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Deprecations

Between your current release family and Xanadu, some Collaborative Work Management features or functionality were deprecated.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Activation information

Review information on how to activate Collaborative Work Management.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	Install Collaborative Work Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.
Xanadu	Install Collaborative Work Management by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes.

Additional requirements

If any additional requirements were introduced or changed for Collaborative Work Management we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Browser requirements

If any specific browser requirements were introduced or changed for Collaborative Work Management we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	Live user presence in Docs is not supported in the Safari browser.
Xanadu	No updates for this release.

Accessibility information

Review details on accessibility information for Collaborative Work Management, such as specific requirements or compliance levels.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Localization information

If there are specific localization considerations for Collaborative Work Management we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	No updates for this release.
Xanadu	No updates for this release.

Highlight information

If there are specific highlight considerations for Collaborative Work Management we have noted them here.


Release	Release notes
Vancouver	No updates for this release.
Washington DC	Bring cross-functional teams together using shared Spaces, flexible task Boards, and rich-text Docs to collaborate on work. Customize the workspace based on the team's requirements without any admin support. Boost efficiency and save time by automating monotonous actions such as sending notifications or reassigning tasks. Enhance visibility by aligning work to strategic goals or portfolio. Connect work to any ServiceNow AI Platform record such as Cases, Incidents, or Risks. See Collaborative Work Management for more information.
Xanadu	Reduce manual effort by creating Boards and Docs from templates. Save Board display preferences and switch between Board views based on the audience and purpose. Track and manage all your assigned work from a single view called My Work. Create automations on the Assigned to column or other custom columns of type People. Save time and avoid manual copying of information with the ability to duplicate CWM Boards and Docs. See Collaborative Work Management for more information.